Pre-Offer Case Manager
Kind Consultancy is working with an alternative mortgage lender which is currently seeking a Pre-Offer Case Manager to join them in a full time, permanent position with a hybrid work model based in their Kent office, paying up to £24,000.
The Pre-Offer Case Manager will process mortgage applications through the system up until the point of offer, with key responsibilities including:
- Inputting, updating and maintaining data on the system, accurately reflecting the current stage of each case.
- Dealing with processing queries relating to each application.
- Managing the dashboard to monitor applications and complete any relevant tasks.
- Obtaining updates on the mortgage applications to ensure that they are progressing smoothly from application to offer.
- Reviewing and pre-approve valuation reports in readiness for underwriter’s revies, and any supplementary documents required on each application.
- Handling phone calls both incoming and outgoing, discussing application progress and requesting outstanding items
- Actioning emails that are received from 3rd parties such as Valuers, Solicitors and Brokers
- Act ingas the first ‘port of call’ with any queries on all mortgage applications from pre offer stage to offer.
- Liaising with Mortgage Brokers, appraising them of the progress of specific mortgage cases and seeking to resolve any queries that arise.
- Escalating any specific problems for discussion and resolution to Line Manager.
- Liaising with the underwriting team, ensuring that application requirements and conditions are complied with and updated.
Our ideal candidate for the Pre-Offer Case Manager position:
- Has excellent telephone manner developed in Customer Service and/or Administration roles
- Has strong communication and stakeholder management skills
- Is a team-player with strong communication skills and a commitment to personal development and continual learning
- Having some knowledge of Mortgages, including Buy-to-Let Mortgages, would be advantageous
If you’re interested in the Pre-Offer Case Manager opportunity, you have the skills and experience we’re looking for and you’re based in or can commute to Kent, please apply with an updated CV today.